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919 hedge funds and large institutions have $32.6B invested in Exelon in 2020 Q4 according to their latest regulatory filings, with 155 funds opening new positions, 297 increasing their positions, 320 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 75

98% more call options, than puts

Call options by funds: $183M | Put options by funds: $92.8M

19% more capital invested

Capital invested by funds: $27.5B → $32.6B (+$5.12B)

7% more funds holding

Funds holding: 855919 (+64)

0.23% more ownership

Funds ownership: 110.67%110.9% (+0.23%)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

7% less repeat investments, than reductions

Existing positions increased: 297 | Existing positions reduced: 320

Holders
919
Holders Change
+64
Holders Change %
+7.49%
% of All Funds
16.26%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
155
Increased
297
Reduced
320
Closed
75
Calls
$183M
Puts
$92.8M
Net Calls
+$90.6M
Net Calls Change
+$65K
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
976
Flagship Harbor Advisors
Massachusetts
-$32K -1,256 Closed
M
977
Mirova
France
-$31K -1,210 Closed
AA
978
Advisory Alpha
Michigan
-$29K -1,077 Closed
PCWA
979
Pacific Capital Wealth Advisors
California
-$22K -865 Closed
SC
980
Solstein Capital
California
-$22K -851 Closed
WCG
981
Weaver Consulting Group
California
-$22K -841 Closed
MRCM
982
M&R Capital Management
New Jersey
-$19K -782 Closed
NNP
983
Nachman Norwood & Parrott
South Carolina
-$19K -744 Closed
CCM
984
Covington Capital Management
California
-$17K -658 Closed
RTC
985
Riverview Trust Company
Washington
-$14K -561 Closed
EWM
986
Edge Wealth Management
New York
-$14K -534 Closed
BAMG
987
Brand Asset Management Group
Missouri
-$11K -416 Closed
RA
988
Rational Advisors
New York
-$10K -401 Closed
APWM
989
Atlas Private Wealth Management
New York
-$7K -280 Closed
F
990
F3Logic
Minnesota
-$4.76K -186 Closed
CA
991
Crewe Advisors
Utah
-$4K -157 Closed
WAS
992
Winch Advisory Services
Wisconsin
-$1K -31 Closed
UFF
993
USA Financial Formulas
Michigan
-$797 -27 -71%
FGAM
994
Financial Gravity Asset Management
Texas
+$177 +6 New
CWM
995
Curi Wealth Management
North Carolina
+$207 +7 New
LWM
996
Liberty Wealth Management
California
+$649 +22 New

EXC Hedge Fund Activity: Q4 2020 in Review

919 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Exelon (EXC) for Q4 2020, worth a combined $32.6B — up 19% from $27.5B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new EXC positions and 75 closed out — a net gain of 80 holders — while 297 added to existing stakes and 320 trimmed.

The largest buyer was Capital International Investors, adding an estimated $738M. The largest seller was Citadel Advisors, cutting an estimated $124M.

  • 919 institutional investors held Exelon (EXC) as of Q4 2020, up from 855 in Q3 2020.
  • Funds reported $32.6B of Exelon stock for Q4 2020, up 19% quarter-over-quarter.
  • 155 funds opened new Exelon positions in Q4 2020 and 75 closed out, a net change of +80 holders.
  • The largest Exelon buyer in Q4 2020 was Capital International Investors, an estimated $738M added.
  • The largest Exelon seller in Q4 2020 was Citadel Advisors, an estimated $124M sold.

Based on aggregated 13F filings for Q4 2020.